51ºÚÁϲ»´òìÈ

Transcript

Hey everybody, welcome to Experience League Live this morning, this afternoon, tonight, wherever you are. Glad to have you with us today. We’ve got a great show for you. My name is Doug, I’ll be the host. We’re going to have a couple of great guests and a great topic of seeing how the latest releases for Realtime CDP can move the needle for your business. So, glad that you’re here to join us. Of course, as always, you can put questions in the chat pod there and get live answers from our experts. So, without further ado, maybe I will have some more ado. First, some more ado, which is that this is brought to you by experienceleague.adobe.com. So, come to experienceleague.adobe.com to get your documentation and training videos and courses and also the community so you can talk to your peers and all that good stuff. So, yes, that’s enough ado, I guess. Let’s meet our guests. You know them, I’m sure, from past shows. So, first of all, we have Nina Caruso. Nina, welcome. It’s quite a while you’ve got a fan base there, I can tell. And then we also have with us, Rudy Shumpert. Rudy. Nice. Welcome you guys. Glad to have you with us today. And let’s just take a minute real quick. And for those who maybe don’t know you guys from past shows, let’s take a second to introduce you guys. And so, Nina, let’s start with you and tell us your role and what you do all day. Sure. So, I’m on the product marketing team that supports real-time CDP. What do I do all day? A few things besides get to hang out with Doug and Rudy is I get to spend a lot of time enabling our internal field, our partners, and most importantly, the folks on the line like you, our customers about what goodness we’re bringing to bear in real-time CDP. So, all of the important features and things. I also get to spend time with people like the press and analysts and other external parties and making sure that we reflect all of this on the website and various publications and different reports, et cetera. Same. Same. All right. Well, Rudy, tell us your story. So, I’m a senior evangelist with 51ºÚÁϲ»´òìÈ and I focus on all things data collection and also the last year or so, we really started working more with our RT CDP offerings, helping our customers be able to get up and running with it, take advantage of the new features and just like it says, evangelizing whenever there’s new releases, new features, and helping our customers get over that initial adoption hurdle and get the most out of their investment. So, nice. Well, appreciate you guys coming. Let’s do one more thing and that is let me know you a little bit personally. We saw on that looping video at the beginning that we had some non-favorite jobs from the past. Always a fun thing to find out what people had to go through before they got to their current job. So, Nina, tell us about this transcription fund that you had. When was this? How long ago was that? So, first of all, when Doug asked us this question and I had two answers, the first was totally different job that was not very fun at the time, which was being a camp counselor for toddler age children. So, that was like getting really squirmy kids in and out of bathing suits, diaper changes. I wanted to quit two weeks in and jokes on me because I do that every day because I have two kids under the age of four. Practicing. Yeah. And that it’s different. They’re mine. So, I love it. That’s right. That’s right. But yeah, this job, text to audio or sorry, audio to text transcriptions for a whole summer when I was in college, I wanted to work in a museum. So, I got a job at our local historical society and they were like, yeah, this is the entryway into a career in museum work. And if I’m going to age myself, it consisted of like a cassette player and a foot paddle to stop and start doing the text. And we were joking when we were talking about this, like all of this is totally irrelevant because you can use software programs and all I had to do all of this today. So, anyway, the museum career didn’t work out. Glad to be here. Night at the museum. Yeah. We’re glad to have you here too. Nice. Rudy, you were loving maybe a non air conditioned warehouse. Yeah. So, I was back in when I was in college over the summers. I grew up in South Carolina and so routinely get in the high nineties all summer with lots of great humidity. And so, a couple summers in a row because one summer wasn’t enough. I did it more than one summer. Sometimes less than take a little longer to learn is I spent the whole summer in this t-shirt warehouse, this warehouse where they sold bulk t-shirts to screen printers and stuff like that. So, we’d spend all day unloading pallets of t-shirt boxes and moving them around and sorting them. And it was just really hot and the notness and miserable. And then all night I dream about moving boxes of t-shirts around. And so, it was wake up tired and it was just the same torture every day. But it was a job that paid. That’s right. It’s all right. Right. That’s right. In my early days, I washed windows for like five years. And then for years I couldn’t walk past a building without going, oh, that would be hard to do. Hard to get to that window or whatever. Finally now I can walk past a building and not notice how to clean the windows after all these years. Well, all right. Let’s get going. So, Nina, I don’t know. Do you want to kind of start us off and kind of give us a lay of the land here on what we’re going to do? Because we’re going to slam through some stuff here, right? We sure are. So, yeah, again, just thrilled to be here. What we’re going to do in this session is take you through some of the most impactful releases for real-time CDP, 51ºÚÁϲ»´òìÈ’s customer data platform that we have brought to bear that are live now for customers within the last six months. So we want to show you of all the things that we’ve done basically since January, what is the best and most impactful and walk you through how you can start using these things to benefit your organization today. Great. Great. Okay. Cool. So let’s get going right away. Let’s see where we are. Sharing here and, you know, we’ll come over to you here. And after you tell us a little bit about it, then Rudy’s going to show us how it works, right? Yeah, exactly. The framework we’re going to use here, I’m going to tell you a little bit about the thing. Rudy’s going to show you the thing and then I’m going to come back, recap it, and we’ll move to the next one and we’ll do that five times over. Okay. I feel like each time, wait, I feel like we should go like this. Okay. Number one, I don’t know if we’re counting down from five. Yeah. Yeah. Okay. Yeah. It was hard for me to, you know, like choose between children. These are all so impactful. Not in prioritized order, but how to move the needle by taking action now. So first thing that we wanted to showcase here, this was a big, important release for us that happened way back at the beginning of the year. So in January is use case playbooks. And we released this both in real time CDP and journey optimizer. What it’s meant to do is for new users of the product is help you start to use it effectively. The way that we do that is by taking and providing to you directly within the product, packaged templates, package use cases that you can start to use within your team helps facilitate a collaboration between more technically minded teams, more of a marketer persona takes technical assets that you need and then maps them to these use cases. So these use cases exist all throughout the funnel. It could be around converting customers, engaging customers, retaining them. And then we have use cases organized by themes and by industries as well. So these are things like upselling customers, cart abandonment, et cetera. Again, primary focus of this when we built it was how do we how do we get away from that cold start problem? How do we help new folks start to adopt real time CDP and get an understanding of use cases that they can action on immediately, make it really easy for them to do this indirectly within the product. But another kind of side benefit that we realized as we released this, as we started to work with customers on it is easy, even for the more experienced practitioners that we have helps you do a little bit of ideation around what use cases might be possible for you and your organization. Again, it’s taking a lot of work that maybe was happening outside of that, but it’s taking a lot of work that maybe was happening outside of the product, maybe was a little bit arduous to facilitate these conversations across different teams and figure out what assets you needed for use cases and really automate it and bring it forward directly into the product. Nice. So enough from me. I’ll hand it over to Rudy so you can see what this looks like in practice. Okay, we’re switching over to you, Rudy. Here we go. All right. Well, thanks for that Rudy up there. Yeah, so I’m really excited about the use case of Playbooks as well. And if you’ve logged into the platform in the past week or so, you’ve probably seen this great promotion that’s been up there on the home screen for Experienced Platform advertising it. One of the things that, you know, that even though this was released in January, something that’s a little more recently is that now there’s a menu item all the time, regardless of which sandbox you’re in, because one of the, you know, as you’re looking up the documentation on use case Playbooks, you’re like, hey, I want to get into it right away. How do I do it? You have to create a sandbox that is either prepended or upended at the end with UCP, not in the name, but in the actual ID of itself for the sandboxes for the Playbooks to actually be able to be created in the instance. But what’s really cool is you can go in no matter what sandbox you’re in, and you can go in and look at the catalog and see what’s there. And so it’s the same catalog, whether you’re in the use case sandbox or not. And you can say, you know, real-time CDP, this is great. I want to take a look at this abandoned browsing use case here. And it goes through, and each one of these, as you go through, will tell you exactly kind of the story that it’s telling and then it’s solving for. So we can see that we’ve had a customer that browses the website, they abandon the browser, and then 30 minutes later, we want to make sure we want to follow up with an email or a text message or some other sort of remarketing to be able to reach back out to that customer. And then down here in the summary, it’s going to tell you what it’s going to create. So it’s got your target audience. We’re going to be promoting here from, you know, doing that remarketing using 51ºÚÁϲ»´òìÈ Campaign. But when we create the instance for this Playbook, it’s going to create an audience for us. It’s going to build out two schemas and even one destination. And so like Nina said, this is a templatized approach so that we can easily go in and create these assets, and you can begin to work with them and test them out. So I’m going to switch over to that sandbox, and it’s like, sure, here we go. As you can see, it’s got hyphen UCP. So just to be clear, you can look at those in any sandbox, but then to apply them, you have to have the one that says UCP at the end of the instance. Right, because this should be, you know, you should be able to do this without any kind of fear or concerns about messing up anything in production. So when you go to create the instance, it’s going to be in a development sandbox that you’ve created specifically for working with and testing out these use cases. Because you might go through and create four or five of these and only roll one or two of them into production. But this is to allow you, you know, a sandbox for being able to test out and play with things and say, oh, this is how this works. This is how the schemas impact building audiences. This is how these technical assets work together. And so again, this is the same screen. Now that I’m in the use case playbook sandbox, I can create that instance. And with one click there, it’s going through this process and it’s building out all of these instances here and it’s almost done. And then right here, the entire instance has been created. So I could go in and take a look at this audience if I wanted. And if I go in, did it switch over to the right, to the new tab too? Okay, perfect. All right. So this is an audience that was just created right now. And I could go in and dig into the properties. I could open up the properties and go, oh, this is exactly how they create an audience to solve for that use case. So the customers don’t have to, you know, when they’re just getting going, don’t have to sit there and go, oh, I wonder how, you know, I’m not sure how to build an audience. I’m not sure how all this works, but we’re providing these assets for everybody to be able to go in and explore. And they could even, they’re like, you know, this is cool, but I want to add some additional things. They could go in and edit the properties. They could edit the audience, do whatever they want to with any of these assets once they’re created and really take the template and make the changes necessary to make it work for them. And so then they could roll that out into production later if they want. So it’s not just a learning exercise. It is exactly what Nina was talking about, an opportunity to get your hands dirty in the platform, inside of RT-CDP and really start to understand how all the different parts are connected to be able to get the most out of it. So there’s a bunch of different ones, right? How many? Absolutely. So let’s go, we’ll take a look at the playbooks again. And so there are quite a few right now. It says there are 49. And you can go through and say, I just want to see ones that deal with RT-CDP and I’m in Travel and Hospitality. And it’ll filter these down for you. And if like, Hey, I’m working with 51ºÚÁϲ»´òìÈ Campaign is my marketing channel. Then it’ll help narrow those down. But I want people to remember that even though some of these marketing channels are preset, it’s just a destination. So what I mean by that is they could create these assets. And once they’ve got them created, they could activate the audience that’s created in any of these playbooks to any destination. We happen to have it set up for one specific use case per one. But don’t be limited in your thinking when you’re looking at this listing. Oh, well, the destination I want is not on here. It’s like, that’s okay. Take a look at how it’s built for one of these others that’s similar. And it should be easy to kind of translate that over to whatever destination someone’s using. And you can also kind of build your own list. Like if, you know, I’ve got, I’m going to start marking a couple of these and then these can be my favorite. If I don’t remember what I searched on last time, but I know that I marked them as my favorite, then I can come back in and find those quickly. Nice. Yeah. It’s super handy. Nice. Nice. Very cool. Okay. Nina, coming back to you. Cool. Thanks, Rudy. And great job walking through that. So just really quickly, I’m going to do this for each of the features that we cover is kind of summarize them, if you will, and share with you what you can do or need to do to start using it. So what did you just see use case playbooks it’s in tool capability feature directly within real-time CDP. It’s also in journey optimizer. If you happen to have that where you can start to, as Rudy said, kind of play around with ideate on different use cases, safely test them that might provide value to your organization, really help you to get started, help you to think about what’s next. Hopefully this makes your life easier. I know it makes my life easier too. When I start to talk to customers about what are some of the initial use cases that they may want to even think about before they get started real time, CDP is so expansive. It’s so powerful that sometimes it can be difficult to think about, well, what’s even the best first use case for set of use cases to start with, to start to harness the power of all the data that you’re collecting. This is a great way to do that. In the past, you had to go through that exercise completely separate from the product itself, whether that was an email or PowerPoint, what have you. Now all of this is operationalized. These use cases are available to you pre-configured so that you can browse and collaborate directly within the product. So in terms of what you need to do to start using this today, it’s available today. So if you have real-time CDP, you have access to use case playbooks. All you need to do is get started through that process of that sandbox configuration and make sure that you have the right user permissions for that enabled. Cool. I will also say that for additional information, I mean, always for any of these, you can go to the documentation and we have in some cases different training videos as well, all on experience.lou.com. We even did a show specifically on this back in early February. So you can go to Experience League and also find that show and walk through it again, since we have to keep it a little bit short today. But a great reminder. This is such a great one. Awesome. Okay. Are we going to the next one? Okay. All right. Another way to move the needle is quickly actioning on tags and event forwarding. So this is actually along the same lines of use case playbooks in terms of how do we speed up how our practitioners start to adopt features and functions and really make it easier for them to do so. So within real time CDP connections, which customers of real time CDP prime or ultimate have access to, there’s now a set of onboarding and content so that you can help you to get started faster, help you hopefully achieve time to value faster and help you make that move, as everyone should be doing from client side tags to server side event forwarding. So just to quickly maybe add on to this in case folks are not familiar with real time CDP connections as part of that, we have the ability to do event forwarding. And what that means is that for all of the events that you collect, we can make sure to action on those events as you send them out to destinations server side. And this is really important, especially as you think about the strategies that your organization is taking as you move beyond reliance on third party cookies. So yeah, I think enough from me on that. Probably best to turn it over to Ruby to do it. All right. Let’s do it. All right. So yes, I’m excited about this one as well.

Data collection is one of my first loves at 51ºÚÁϲ»´òìÈ. And so anything that helps our customers get up and running with that even faster is something that I’m especially excited about. So I’m logged in now on the data collection home screen. And if I go over and select over to event forwarding, this particular account that I’m in doesn’t have any event forwarding set up. So right away, it’s providing great guidance and pathways for you to go quickly and get more information on exactly what an overview of event forwarding is, exactly how it works, what it can and can’t do, with a great overview video. We’ve got right here where it’ll guide you through creating your very first property. And then one of the things, this one’s been around for a little bit, this meta conversion API, but having it right here saying, hey, remember, if one of the main use cases is you want to set up that Facebook CAPI or the meta CAPI conversion API implementation, then right here, you can go through this process. You click this, you enter in a little bit of information and it will build a complete end to end client side property. It’ll do the data streams. It’ll set up the event forwarding property. All the rules and everything you need for a really great reference implementation for this meta conversion API. It’s a fantastic way to get an implementation that you can go in and either copy over and start using right away, or go in and be able to pick apart and say, this is, we want to use this part. I want to use this part, or this is how this particular use case is accomplished. And so that’s this great information. And hey, if you’ve already started with end forwarding, you’re like, hey, my screen doesn’t look like that. Don’t worry. So let’s switch over and we’ll show you what that looks like if you’re already doing it. So like right here, this is a different account that I’ve logged into. And you can see right here, I’ve already got some event forwarding property set up, but that same guided information is just now over here on the right hand side. So whether you’re a brand new customer or not, and it’s possible that while someone in your company may have already set up event forwarding and might know how it works, but you’re now on that team, or it’s now your responsibility, you still have access to the same great information here for the end product guidance. So hopefully this will be really helpful for folks to be able to quickly find the content they’re looking for and take advantage of these end product guides and these implementation paths that just make it super easy for customers to get started. Yeah, it looks like there’s some additional links down there at the bottom as well. Yeah, absolutely. So straight into Experience League for an overview video, there’s tutorial documentations, how all the extensions work, and again, documentation very specific to that meta conversion API. That’s a popular use case for a lot of folks using event forwarding, especially one to get started with. So in the fact that they can, like it says here, within five to 10 minutes, get a full end to end reference implementation up and running. That’s a huge asset for our customers to take advantage of. Very cool. All right. Thanks Rudy. Yeah. Going back over to Nina. All right. So the skinny on real-time CDP connections. So a couple of things. One, just to highlight for folks who are joining today who are maybe new to kind of real-time CDP in general, connections is a great way to start to get your feet wet and start to kind of build on some of the initial more kind of paid media use cases that we can help customers with in real-time CDP. Things like implementing the meta conversion API, for example. So just wanted to call attention to that, but I think that you’re sensing a theme here from these last two capabilities that we’ve walked through, both with use case playbooks and real-time CDP connections is that we want to bring a lot of product knowledge directly into the product for the purpose of making it easier for you as a practitioner to adopt it, to understand it, to get the value and start to use it that much faster to move the needle for your organization. So same case here with what we’ve released for in product guidance for real-time CDP connections. As in the past, we have all of this material, it just lived elsewhere. We want to move it into the product, make it easier for everyone to get started. What do you need to do to start using this today? Absolutely nothing. Rudy just walked you through where to see it if you’re new, where to see it if you have used connections before as well. So encourage everyone to check that out. Nice. So also I’m thinking that we can also tell everybody just if you haven’t been into the data collection UI, there’s kind of two ways to get into it. Rudy, either going using the application picker in Experience Cloud to go straight to data collection, or if you’re in platform, it’s down on the left rail at the bottom. Is that right? Absolutely. I can show folks that at the start of the next one too. Okay, very good. Okay, nice. Here we go.

All right. Look, I mean, what a sound.

Engagement accounts. All right. So this is something, again, really exciting for us, launched earlier this year. I hope there’s folks on the line who are in B2B organizations, because this is for you. So for our customers who are B2B marketers, we released account-based engagement. What does this mean now as a B2B marketer? You can create audiences of accounts, so you can use the audience builder and segmentation tools that we have now to build out audiences for all of their use cases, whether it’s for prospecting or for retaining use cases, et cetera, and start to make sure that you’re reaching kind of the right level of organization, depending on your needs. In addition to that, at the same time, we released new ways to activate these audiences. So being able to both send these audiences to LinkedIn, which we know is absolutely critical for our B2B marketers, and being able to send these audiences to cloud storage providers as well. What our B2B marketers want to do at the end of the day is have a place where they can manage all of their accounts. They can govern them, they can build them, they can unify them, they can activate, lead in account data, and then use it across different channels, all for the purpose of personalization, of creating relevant experiences for the accounts that you’re trying to reach. So we’re really excited about bringing this capability forward, a big step forward for our B2B marketers, for sure. Just to call out, and I’ll recap this again at the end as well, this is available if you have real-time CDP B2B edition, business to business, or if you have B2P, business to person, we call it B2P here at 51ºÚÁϲ»´òìÈ. I also want to call attention to one other release that’s very relevant for B2B marketers as well that was launched pretty recently, which is around data visualization within real-time CDP B2B and B2P that’s relevant for B2B marketers. So one is account and opportunity dashboard. So there’s now nine new out-of-the-box dashboards or widgets, as we call them, where you can see different insights when it comes to your B2B accounts. So things like being able to see new accounts that you’ve added over time, opportunities by revenue is another example as well, which means you can do a lot in terms of monitoring data that’s coming in. You can understand how you want to continue to refine and build out audiences and audiences of accounts that you want to go after as well. You also have the opportunity to create your own dashboards as well, or your own widgets that would exist within this dashboard view of being able to leverage B2B data within this as well. So two exciting new developments, kind of a two-for-one here with B2B capabilities. It’s like we snuck in a six. And now I’ll turn it over to Rudy to show this in action. Nice. Okay, cool. Rudy, here we go.

So again, I’m logged into the Experience Platform home screen. And because I’m in an account that actually has the B2B enabled, I have here on the left rail, in addition to customers and prospects and other things, I have this account section. So this is where we can build out those audiences and have profiles for company accounts. So it’s not Rudy shopping and Nina shopping and Doug on the site, but you’d see an actual entry for 51ºÚÁϲ»´òìÈ and be able to attribute all of our collective web behavior. If we were on the website of a B2B partner or B2B company, they’d be able to aggregate everything and say, okay, so we’ve got multiple people from the same company here. And so if we go in and we take a look at the profiles, here are some of those visualizations or the initial dashboard for the profiles that Nina was just showing you about. So you can see that right now in this particular demo account, I’ve got a whopping 16 accounts and growing. So it’s a new venture for me. But I’m excited about the upside here.

And so you can see, it will break it down across industry. Here’s that opportunity and status stage so I can see I actually closed one. We’ve got some others that are open in different qualification stages, prospecting, some have been sent out proposals, prices, et cetera. You could go in here and set up extra information here if you want to be able to turn on lead to account matching or enable related accounts. And then of course, you can always go in and add new widgets, modify the data. And as more, you can always get the SQL that if you want to actually run this, the SQL directly through an API, you can get access to that as well. Now, part of the power of real-time CDP is like, okay, profiles, customer profiles are fantastic, but most of the time we want to market to a group of profiles at the same time. And that still holds true with the B2B and account information. So we can still build audiences based on the attributes that the company profiles have to find those groups of people that we want to market to. And so like right here, I’m going to do these accounts with accounts with scores. And I can see here, I’ve got actually 677 total audiences here. And this will show me a sample of some of those audience accounts that are already in here. And so if I go down and say, all right, well, here’s this real estate investment trust company. They’ve got a really good annual revenue. I want to explore this profile a little more, just like I would with a customer profile. I click on the profile ID, and it’s going to bring me into the account details for this B2B account profile. It’s got the information about the company name. It’s got account detail information, again, contact information, sites, number of employees. If we’ve got information on their social media accounts, it’d be located here. If we go in and take a look at the attributes, this is kind of the nitty gritty of what all the stuff that’s being brought in into the different data sets through the schemas that make this possible. So here are all the different attributes that are potentially available to be seen. So we’ve got all sorts of information about the accounts. And of course, this can be modified and customized to bring in whatever level of detail you have access to. You can also go and take a look at the people who are the individual customers that we are able to attribute back to this company. And so again, I’m in the account profile, but when I click on people, then I can go and say, okay, it’s these five individuals so far that we’re able to attribute either their web behavior or their app behavior or just other interactions that we have access to that we’ve loaded into Experience Platform. They’ll actually see this information. And again, you can go in and actually click on the customer profile. Now this has taken us out of the account part and back into the main customer profile, but just to show you how you can continue to drill in to see more information about the individuals that make up that belong to that company or work for that company and that make up that customer profile or the account profile. So really powerful capabilities here to be able to start thinking about marketing to companies as some companies are able to market to individuals. So very powerful feature and excited to see what our customers do with this. Yeah, great. We’ve got a question here. Let me bring it up so that we can see it.

Anuya, the B2B clients who are already using RT-CDP and not using the B2B edition, what would be the path for these clients to migrate to the B2B edition? So, yeah, I can address that one. So it sounds like it’s maybe a B2B, I would guess if it’s a B2B customer who’s not using the B2B edition yet, perhaps they also have B2C use cases. Maybe it was stood up initially for a B2C use case, or maybe they’ve been a customer for some time. Nevertheless, I encourage you to reach out to your account kind of representative at 51ºÚÁϲ»´òìÈ to have a conversation about how to get on to the B2B edition and start to see some of these capabilities today.

Great. Thank you. Appreciate that question coming in. Okay. I think we are moving back to you, Nina, to give us a wrap up on that. Okay. So there’s three things that we’ve talked through for our B2B customers today, or B2P customers. One is the ability to create audiences of accounts, the ability to activate those audiences of accounts. And then third is the ability to create a customer that’s of accounts. And then third is the ability to learn more about these accounts and the different opportunities that you’re seeing within real-time CDP through seeing B2B data within our insights and dashboards view. So really three things that we just walked through. Now, how does this make your life easier? You have the ability to do a lot of this B2B kind of marketing work that maybe you’ve been doing and kind of distributed places now all within real-time CDP, being able to create and manage and govern all of your audiences of accounts, being able to activate those directly within real-time CDP without having to leverage kind of other platforms to do so, and then get those insights as well. If you are a customer of B2B and B2P edition, these are available ready for you to start leveraging today. And I encourage you to start testing some of these capabilities out, especially as you haven’t already. I know the kind of dashboard views that we walk through, those are fairly recent. So if you haven’t yet, definitely encourage you to check those out. And like the question that we got before, if you have questions about, do you have access to the B2B or B2P edition or how to do so, I encourage you to reach out to your representative or if nothing else, you can start with me.

Nice. Great. Okay. Oh yeah. Gotta move on. Here we go. All right. Off to the next. This is all around easy ingestion and activation. So there’s a couple of different things. We fit in a lot. We said five, but let’s be honest, I’m not sure. We added some more here. A couple of things I want to walk through with this one, which is access to data partner and identity connection. So actually a year ago, next month, we released our partner data support framework within real-time CDP of showing you how you could access some of the partner data folks that maybe you’re already working with in the third party data space and identity partners and how to access that within real-time CDP. What we’re doing is making it easier for you to work with some of your existing partners directly within the product. So for example, we now have an out of the box source connector with Axiom so that you can bring in their prospect profiles for prospecting, of course. And with Merkle, for example, you can bring in through a new out of the box source connector profiles to use to help with enrichment. So being able to take in Merkle’s data and then being able to layer it onto your own first party profiles within real-time CDP. Again, we are just making it easier here to leverage some of your trusted partner data. Whereas before you would have need to kind of configure some of these integrations on your own. So making it easier for you to work with some of these trusted data providers to help with some of those upper funnel activities around prospecting and then enriching existing first party audiences to help with acquisition use cases. One more here before I turn it over to Doug is that those aren’t of course the only source connectors or integrations for that matter that we’ve released over the last six or so months. So in addition, other source connectors that we’ve introduced, you can see a summary of logos on the slide here. PathFactory, Stripe, Oracle NetSuite, Teradata, Microsoft Azure, Brace, Salesforce, and Snowflake when it comes to source connectors. As always, those are always listed out in our product documentation. You can always see them in the tiles within the UI, which I’m sure Rudy’s going to show you in a moment. And we always list out kind of the new ones at the top when you go to the source connectors homepage so you can see what we’ve added. And then same with destinations as well. Introduce Pubmatic, Axiom is also a destination, GainSite, SAP, MailChimp, and Amazon Ads in terms of where you can activate or send your audiences to, and then new extensions as well and Trade Desk and then Merkle too. Rudy, show us what it looks like. Sure, and before we kind of go off of this slide, the one thing that I always want to remind customers about is if there’s a data partner that their logo is not on that slide, that’s okay. We’ve got universal source connections and universal destinations so that we can, it might be a slightly more manual process, but we can ingest data from any system. We build the schema out, we can bring that data in, so don’t be concerned if you don’t happen to see your data partner of choice up there yet, that there are universal connectors out there to bring in any data from any source. Can I just add a great point, Rudy, and just to add, that’s the case when you think about ingesting data, but then also when you are activating that data when you think of the destinations that we have as well. Same story. Absolutely. So yeah, so let’s take a look at those new connections. So I, once again, I always kind of like starting off on the experience platform homepage, because this is what you see when you first log in and like Doug said, when you’ve gone over to the application picker. And so if we go over here to connections and we’re going to click on sources, it’s going to bring up the entire catalog. Hopefully there it goes. And then I’ll go down to data and identity partners and then we’ll jump down and right here you can see that we’ve got the Axiom and the Mercury partners here. And so, and if you’re an existing customer of one of these, you would go into the setup and you provided your account information, your authentication information with them. You select the data that you want to bring over the mapping and the scheduling, which is important when you’re bringing over partner data, especially prospect data, unknown customers, you’re getting a customer, a prospect list from a data partner. Those have to be refreshed. And I think it’s every 27 days or that prospect data kind of gets stale and gets automatically dropped out of the system. It’s not the case for first enriching the first party profiles, but for prospect data, when you’re getting that, you know, you’re trying to fill the top of the funnel for customer acquisition, you want to make sure that it’s current current data, current prospect list. And so most data partners have some sort of recurring schedule and you’re able to schedule that so that you always have fresh current prospect data coming into the top of the funnel to build that out. So the, we’ll do the configuration. So this will be like the cooking show. We’ll pretend we’ve already done the configuration and we’ll take a look at what this will actually look like when you do it. And so if I go down, I’m going to go all the way down here to the bottom and we’re going to take a quick look at the schemas. And you can see we’ve got to bring in that prospect data, you will build out a schema that has the class of this individual prospect type. And this is important. A couple of key things here I want you to remember as you’re thinking about doing this is one of the first things you’re going to need to do is create a partner ID identity. And so the identity, you know, it’ll be that partner ID. So whether it’s Axiom or Mercury or whatever, you’re going to have their ID for the partner and hopefully the blue wheel stops spinning at some point. It’ll show it up. There we go. Right in here, this is that partner ID that was created for the prospecting data that came in. And if we scrolled over here on the right, you can see the identity namespace that I selected is indeed a partner ID. And so there’s videos out on Experience League Live on how to go through and get that identity name. And then there’s videos out on Experience League Live on how to go through and create identities and stuff. I’m not going to get into that, but it’s a really straightforward process. But just remember, you have to have that partner ID. The other part about that that makes it really powerful is that remember, these are unknown prospects. And we don’t want to inadvertently add these to like our main identity graph for our known customers yet. We haven’t converted into a customer list. It’s just that customer list that we’ve purchased or that we’re leasing from the data partner. And so by having a completely different identity namespace, we’re able to separate those out and make sure that they don’t get attached to an identity graph until we’re able to actually convert and make the actual connection to a known first party. Excuse me. The next schema I want to show you real quick is the partner data enrichment. So this is now, you know, when you’re talking about data enrichment is I have a list of customers that I know who they are. I’ve got Rudy, I’ve got Nina, I’ve got Doug, I’ve got all the other people who I know who they are, but I’d like more information than I would get just through the normal web browsing. I want more demographic information that I used to be able to get from cookies that I can’t anymore. And so if we take a look here in this FSI data, these are extra data points that I don’t readily have access to about, you know, credit tier, geography, homeowners, income. Do they have a personal investor? Do the recent mortgage? Just extra great things because I’m in a FSI account here that would make it easier for me to be able to market more effectively. And again, there is still a partner ID that’s brought in, but we still also have our primary ID of email because it’s a known customer. And this will say we’re bringing in extra information and when we match it up to a known customer, we’re going to enrich that profile and be able to add those extra attributes to this known customer so that we can do even a better job with building audiences and activating those audiences out to different destinations. So with that, now that we’ve got that’s the schema, quickly going to go over here. We’ll take a look at our prospects. And so again, just like before, when we were in B2B, we were in the account section. Now I’m in the prospect section. So this is a different set of audiences. Again, these are folks that we’re not exactly sure who they are, but we know different data points about them. So if I have this audience that’s the high earning homeowners, and so based on those extra demographics that we’ve got, I can take this audience and then activate that out to a destination. I’m going to send them emails. Maybe it’s going to be text messages. I’m going to see if I can get them to the site, sign up for services and convert them to a known customer. That’s the goal. And so once we converted them, then we want to be able to enrich first party data. So I’m going to go over here to our customers and customer profiles here. And let’s see, I wasn’t going to bring anybody up here. I usually have a really good connection. No whammies. There we go. So right here, we’ll pull up this customer profile and take a look. Let’s see what we’ve got. And we can see here that Ariel Norcross here. We’ve got different account details that we, this is the stuff that we normally know, but here’s this partner enrichment data. It’s all blank. So if you don’t like using partner data, these are different data attributes that you’re just not going to get. So we’re going to have different attributes that you’re just not going to have access to. But once we’ve brought that partner data in, then we can add that to our known customer. So let me pull up here one that’s I know has been added to. And then right here is Bobby Bank. I know, right? Such a, you know, he’s got that alliteration thing going. And so we see Bobby’s information, our standard account information, but also here’s all that extra partner enrichment data that’s come in. And so this is a case of we’ve enriched the first party profile. And now we can build audiences on any of these attributes or a combination of these attributes with the other attributes that we already have. So it just gives us more data points and the more data points we have about an individual, the better we can tailor our marketing efforts to them. Nice. And so that’s why those new data partner connectors are so important is because this is what it’s going to enable. It’s going to, it’s opened up more avenues for customers to work with those data partners to get enrichment data like this, to be able to get more information about their current customers, or to fill that top of the funnel in the customer acquisition phase of trying to, you know, get more customers and acquire the new customers. Yeah. We’ve got a question here from Benjamin or BJ here. And is the enrichment part only if you subscribe or pay for third-party sources or something baked into 51ºÚÁϲ»´òìÈ’s offering and how exact is the match or how is the match done? Sure. So the enrichment part, I mean, so if you have like your own in-house prospecting list, or you’ve got other ways to get that data, you know, you can do, you can access and enrich first-party profiles without necessarily having to pay to work with a data partner. If you already have those data sets laying around through some other means of your business. I would say most organizations are probably working with one of those partners to get that data. Yeah. But then, yes, if you do, you know, if you don’t have access to that data, then you know, you would work with one of those other partners. And yes, that is typically some sort of subscription with one of those other data partners to bring that in. For the enrichment stuff, typically the way it works is like, you know, there’s a little bit of back and forth. It’s like if you noticed in the enrichment, there were two identity fields in the schema for enrichment. It was the email that we already had, email address that we already had here, and then the partner ID that came from the partner. So typically in an enrichment scenario, I would provide, there’s like a back and forth. Like I would send them a list of email addresses. I’m like, here’s the email addresses on my customers. And they go great. And they would do a search in their data and say, here’s all the data points we have that match those email addresses and send it back. And then because we have that key, we’ve got the email address that we’ve got it tied to and the partner ID. That’s how the exact match is done. And that’s just one scenario. So it just depends on what you’re using and which data partner you’re working with, what seed data you need to provide them to be able to do that first party enrichment. Yeah, we’re getting near the end here, but I don’t want to forget this one question we have here from Gitano. Are there any other new third-party sources or partner out of the box connectors in the pipe for the near future? I would say like, yes, this is in consideration. When they become available, we’ll let you know. But yeah, I would say additional partners are in the future. Yeah. Always new stuff coming in. Okay, cool. And if you’re working with a data partner that’s not in there, feel free to say, hey guys, reach out to 51ºÚÁϲ»´òìÈ and get a connection, get a connector built. We make it easy for partners to work with us, to be able to build out the new connectors. But the best way to get going in there that doesn’t exist, if you have an existing relationship is to say, hey, we want you to have a source connector inside of RTCDP. And then from there, it’s a fairly straightforward process. We’ve got the frameworks we can give them to make that connector creation live. Connector creation less arduous. Yes. New connectors and for sources and destinations are added pretty much every month. Yeah. And BJ was following up about the enrichments, any out of the box, 51ºÚÁϲ»´òìÈ provides out of the box. And it’s really just mostly just who you are, these other partners that you have relationships with. Right. Yeah. 51ºÚÁϲ»´òìÈ’s not a data provider. Right. And so, yeah, it’s primarily, like Rudy said, if you happen to have prospect lists, that’s great. But most of the time, customers are working with third party providers.

Well, let’s wrap this up real quick and get to our last one. Yeah. I think we spent some time on this one. So I think you got the idea. Now you can leverage these different productized connectors, makes it easier for you. We produce these based on customer demand. And like Rudy said, a number of different ways to work with folks, even if we don’t happen to have them as out of the box today. And we walked through kind of some configuration steps, but you should start to see these within the UI as part of those tiles for sources and destinations. But let’s get to the last one here, which is moving the needle by safely testing at scale. So this is something I know we’re ending on a little bit of an unsexy note. Governance is always a little more. But this has been a win-win for customer feedback. People are really loving this one. So we wanted to talk about it with you if you’re not aware of it already, which is how we’ve enhanced our sandbox tooling. And just to summarize really quickly, so we can take the last few minutes for demo, is this enables you to take successful configurations and then replicate them out to different sandboxes. This is a huge win, especially for large organizations, conglomerates, multinationals, who have a number of different sandboxes and need to test them out across different parts of the business of being able to, instead of kind of manually making those different configurations, is do almost like a kind of copy and paste, if you will. So Rudy, I’ll turn it over to you for the last few minutes. Absolutely. And I think this dovetails very nicely with where we started in this was kind of the use case playbook. So if we think back to what I showed you in the very beginning of the show, where we talked about how we could create that instance and it would create all these different technical assets, it would build that audience and schema and destination. And let’s say you worked on that for a couple of weeks and you’ve got it, you’re like, hey, this use case works really great. I like how I have it set up, but this is in that inspirational sandbox, that development sandbox, and I want to move it to production. So sandbox tooling is an incredibly easy way to move all these assets at once. And so if I go in, like here’s the one that I created today, and this actually brings up the use case playbooks right here. It’ll say right here, I can publish this to a different sandbox and I can say create a package and this would be new package. It’s going to create that package there. And then if I go down here and take a look under administration and the sandboxes, and let’s take a look at the packages. There’s this new one right here that I created. And if we open it up, it’s got the schemas that were created. It’s got the audience. It’s got the different source connections that were built. You’re like, you know what? That’s great. But I also want to move a few other things over and it’s like, okay, well, we created some pretty cool audiences. So let’s go over here to customer audiences and this guest engagement abandoned was good. Known email right here, shopper engagement, abandoned. This is a great one here. So I’ll just click on these little three dots and add to package and I can add to an existing package here or create a new one, but I just want to go ahead and add it to that new one or to the one that we created. You can do this with data sets. You can do it with schemas. It just makes it really easy to package all of this stuff together up. Here’s that new audience that I just created. And once I publish this, then it’ll actually, it’ll be published up like one of these that I can then go, okay, here’s one that I published earlier and I can like the, do you select the new sandbox first? How do you decide what sandbox it’s going into? So for the publishing, yeah. Publishing. Yeah. So for the publishing, these are the existing packages that have been put together. And so right here, if I say import package, it would then say, what sandbox am I pushing this to? Got it. So this list of sandboxes here will mirror all the sandboxes that are in the org that I’m in. Okay, cool. So all the ones that are up here are the ones that are available.

And so I can move it into a production sandbox. I can move it into a different development sandbox. Any of the ones I’ve got, you give it a name. This is where you can select whether you’re enabling that schema for profile. Hit next. And all of that connects all the audiences, the data sets, schemas, everything that’s in that package will get copied over into that new sandbox. So you don’t have to worry about, did I miss something? Was there a piece that I missed? Or you don’t have to move things one at a time. It allows you to build an entire package. You can do it over and over again. So you run one package and then the next week you go and you do another use case playbook. You’re like, that one worked really well. I’m happy with that. All my testing is doing well. Now I’m going to move that one over to production. So it’s, again, it’s trying to help you accomplish, help our customers accomplish these tasks at scale to make it easier for folks that don’t want to get into the APIs necessarily, or don’t want to have to always reach out to, you know, maybe someone on the development team or client services to move things. Opening up the toolkit and providing these type of access to the sandbox tooling to be able to move stuff over is fantastic. And then you can go and see right here, these are the jobs that are done. It’ll give you the information. Okay. They were, they were successful. It’s makes it very easy to go through and see everything that’s been going on. So nice. Love it. I’m going back over to Nina. Wrap us up, Nina. I mean, I think Rudy just said it best, but this makes it a whole lot easier, I think, to, for our customers to work through their development life cycle of taking a lot of kind of the manual work, whether it was reaching out to different teams, different people, and being able to simplify that of being able to kind of export and import directly within real time CDP to work, um, across different, across different sandboxes. Um, so in terms of what you need to do to start using this today, there’s nothing, but you do want to make sure that you’re following the, uh, role-based access control permissions basically, so that you have the right level of access to utilize these features. So this would be managed sandbox or view sandbox, and then managed packages would be, need to be configured for you as a practitioner. That’s a good tip. Otherwise it might not know why it’s not working. Right. We don’t want you to think it’s broken. We want you to make sure you have the right.

The demo I did, I showed it specifically working with use case playbooks. It would work with any sandbox. If you created your own development sandbox and connected to actual data source, your, your real data sources, your live data sources, you set up real live destinations, and you have real, you know, full use cases that you built out on your own in a testing scenario, you can create a package around that too. Any asset that’s created inside of a sandbox can be packaged up to be imported into another one. So I don’t, I don’t want folks thinking that this is only for moving use case playbook instances over anything you created. I did it for that just to show, to tie in, but I want to make sure folks understand that it’s, they can package up any assets they’ve been working on and move them across sandboxes. Yeah. Awesome.

Well, that was a lot. That was awesome. You guys, you know, this does get recorded. So if you want to go back through this you can come back to this page on YouTube. You can also go to experience league and we have these up there as well. So, you know, special thanks to you, Nina and Rudy. Thanks for being here today to talk about these great things that have been released in the last six months and how they can help our customers and help everybody out there. So I appreciate that. And everybody, hey, thanks for coming today and joining us. And we will see you next time on Experience League Live. Have a great day.